Unless you plan ahead - that means taking the right steps
- the chances are that taxation could take a large chunk
of your wealth.
However, if you are prudent - to quote the Chancellor - there's
an opportunity to keep that duty to a minimum.
But the Exchequer don't make it easy, so you need the best
advice and that's where our team could help - by
telling you exactly where you stand in relation to what parts
of your estate can be protected and ring fenced to go to your
heirs - not the HMRC - should something happen to you.
Over the years, we have built up a wealth of experience in
dealing with this vitally important area which is always nagging
at the back of people's minds because most of us would, naturally,
like to leave as much as we could to our family instead of
the Government getting its hands on it.
Admittedly, the issues here are varied and complex and require
specialist knowledge but it is possible with careful planning
to enhance the amount you leave to named beneficiaries.
We will aim to assist in answering any queries you might have about
tax in general, including Capital Gains Tax (CGT). It's easy
when you know how.
- The Financial Services Authority does not regulate taxation and trust advice.
- Level, and bases of, and relief's, from taxation are subject to change and their value depends on the individual circumstances of the investor.